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ISBLANK combined with AND statements
Hi, I'm having trouble nesting AND & OR statements with the ISBLANK condition in my IF statement. I have two columns: [Agreed End Date] and [Actual End Date] =IF(AND(NOT(ISBLANK([Actual End Date])), (OR(TODAY() - [Agreed End Date]@row < 1, "On Track", IF(TODAY() - [Agreed End Date]@row < 7, "Delay", IF(TODAY() - [Agreed…
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Copying a row but NOT the whole row?
I'm trying to create a sheet that uses some but not all of the columns/information from a different sheet. Is there any way to use the copy row function but copy over only the columns I need? Or is it all or nothing?
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Workflows randomly not running
I have a smartsheet that pulls data from a different one, and with this a verifier that changes are being made. This verifier has a workflow automation that triggers on rows changing that is supposed to change a cell, but will randomly stop working. I've checked the cell history to verify its actually changing, and it is.…
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"Send to specific people" workflow reset when sheet is copied
As a project manager and smartsheet admin I have found it very useful to setup workflows that notify ME when other people make changes to smartsheet, however, I find that whenever I create a template from a sheet with all of these workflows setup, or even just "Save As" one of these sheets, all of the selected people in…
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How to indicate the Top5 from a smartsheet with Case-insensitive criteria?
Hello! This is my second question here. The community was incredibly helpful for the first one! :) - I want to pull the Top 5 Customers with more active projects from a project tracker (the user inputs project ID and from a data pool, the Customer Name and other info are pulled) to a dashboard chart. So far, I am using a…
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Smartsheet automated alert using Outlook Mail Group email ID: HELP needed
We are setting up alerts via automation and using an Outlook Mail Group email ID (CSIHOpExTeam@iqvia.com). This is NOT sending emails to outlook like usual. Has anyone been able to get this to work? Do we need to have our Smartsheet Admin do anything on the backend? We are doing this in case the person in charge of acting…
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Cross Sheet Formula with One Criteria
Hello, I am creating Smartsheets for quality assurance testing. Sheet #1 will be the test scenarios and steps taken. The row will include a drop down menu to indicate if the step passed, failed, etc. I need a formula that if "Fail" is selected from the drop down menu, the step's ID # will automatically pull into Sheet #2…
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Request an Update
Hi I'm using the "Request an Update" function in automation and this works ok, I've noticed though that due to no fields being mandatory that a user can just submit the form without making any changes. The snag here is that I have another automation function setup based on a row change but this won't fire if a user submits…
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How can I use Salesforce to create a new Smartsheet from a Smartsheet template?
We want to use the Salesforce Connector to link data from individual smartsheets back to individual Salesforce records. However, we don't want to have to create a Smartsheet connector Workflow for each individual Smartsheet sheet, since we will have a significant number of sheets created each month. Ex/ We have a Practice…
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Date update by a day but only when a box is ticked
Hi all I have a sheet which has a deadline on it. This deadline may be extended for a variety of reasons (unable to get parts, Waiting for a return email etc) Is there a way to have a check box that, when ticked, It'll add a day to the deadline automatically as it passes. At first, I thought this would be possible via…